Great Lakes Retirement, Inc. Closed Holding Positions

Great Lakes Retirement, Inc.

  • $780 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aim ETF Products Trust
Q2 2024 Filed on Aug 09, 2024
56,662
N/A
IYR
Ishares Tr

ETFs
Q4 2022 Filed on Mar 06, 2023
6,053
$76.97 - $89.17 $466K - $540K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2022 Filed on Mar 06, 2023
235,690
$49.01 - $49.3 $11.6M - $11.6M
NEM
Newmont Corp

Basic Materials
Q4 2022 Filed on Mar 06, 2023
7,505
$37.7 - $48.75 $283K - $366K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2022 Filed on Mar 06, 2023
7,025
$87.02 - $91.5 $611K - $643K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2022 Filed on Mar 06, 2023
10,385
$30.19 - $30.41 $314K - $316K
USCI
United States Commodity Index Funds Trust

ETFs
Q4 2022 Filed on Mar 06, 2023
26,891
$52.33 - $56.74 $1.41M - $1.53M
United Technologies Corp
Q4 2022 Filed on Mar 06, 2023
2,771
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2022 Filed on Mar 06, 2023
5,591
$25.17 - $34.34 $141K - $192K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2022 Filed on Mar 06, 2023
33,163
$35.32 - $40.67 $1.17M - $1.35M
XEL
Xcel Energy Inc

Utilities
Q4 2022 Filed on Mar 06, 2023
3,899
$58.86 - $71.6 $229K - $279K
Seagate Technology PLC
Q4 2022 Filed on Mar 06, 2023
8,789
N/A
XLNX
Xilinx, Inc.

Technology
Q4 2022 Filed on Mar 06, 2023
7,025
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2022 Filed on Mar 06, 2023
5,900
$55.71 - $67.79 $329K - $400K
CME
Cme Group Inc.

Financial Services
Q4 2022 Filed on Mar 06, 2023
1,682
$167.68 - $182.13 $282K - $306K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
Q4 2022 Filed on Mar 06, 2023
1,282
$264.0 - $318.6 $338K - $408K
FUN
Cedar Fair L P

Consumer Cyclical
Q4 2022 Filed on Mar 06, 2023
23,202
$38.19 - $41.79 $886K - $970K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2022 Filed on Mar 06, 2023
17,839
$5.82 - $6.83 $104K - $122K
General Electric CO
Q4 2022 Filed on Mar 06, 2023
10,626
N/A
ALL
Allstate Corp

Financial Services
Q4 2022 Filed on Mar 06, 2023
2,374
$117.71 - $137.38 $279K - $326K
ES
Eversource Energy

Utilities
Q4 2022 Filed on Mar 06, 2023
5,280
$71.68 - $86.0 $378K - $454K
TECH
Bio Techne Corp

Healthcare
Q1 2020 Filed on Jun 04, 2020
2,283
$161.17 - $221.51 $368K - $506K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2020 Filed on Jun 04, 2020
54,097
$21.5 - $30.53 $1.16M - $1.65M
VGT
Vanguard Information Technolog

ETFs
Q1 2020 Filed on Jun 04, 2020
1,322
$185.49 - $273.21 $245K - $361K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on Jun 04, 2020
5,471
$22.28 - $36.03 $122K - $197K
Arconic Inc
Q1 2020 Filed on Jun 04, 2020
8,031
N/A
Ishares Gold Trust
Q1 2020 Filed on Jun 04, 2020
12,051
N/A
SRLN
Ssga Active Trust

ETFs
Q1 2020 Filed on Jun 04, 2020
29,646
$36.06 - $46.8 $1.07M - $1.39M
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on Jun 04, 2020
9,003
$25.25 - $85.85 $227K - $773K
ILMN
Illumina, Inc.

Healthcare
Q1 2020 Filed on Jun 04, 2020
1,559
$209.2 - $335.53 $326K - $523K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2020 Filed on Jun 04, 2020
27,048
$47.21 - $54.5 $1.28M - $1.47M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on Jun 04, 2020
37,325
$44.1 - $51.09 $1.65M - $1.91M
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2020 Filed on Jun 04, 2020
46,105
$37.0 - $48.14 $1.71M - $2.22M
Osi ETF Tr
Q1 2020 Filed on Jun 04, 2020
10,754
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2020 Filed on Jun 04, 2020
4,512
$85.26 - $123.91 $385K - $559K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Jun 04, 2020
9,452
$20.14 - $55.75 $190K - $527K
SRE
Sempra Energy

Utilities
Q1 2020 Filed on Jun 04, 2020
1,344
$88.62 - $161.13 $119K - $217K
NOW
Service Now, Inc.

Technology
Q1 2020 Filed on Jun 04, 2020
1,111
$254.7 - $357.72 $283K - $397K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2020 Filed on Jun 04, 2020
4,627
$52.05 - $64.37 $241K - $298K
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